KCRIX vs. FTEC
Compare and contrast key facts about Knights of Columbus Real Estate Fund (KCRIX) and Fidelity MSCI Information Technology Index ETF (FTEC).
KCRIX is managed by Catholic Investor. It was launched on Sep 30, 2019. FTEC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Information Technology Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCRIX or FTEC.
Correlation
The correlation between KCRIX and FTEC is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
KCRIX vs. FTEC - Performance Comparison
Key characteristics
KCRIX:
0.83
FTEC:
1.19
KCRIX:
1.19
FTEC:
1.64
KCRIX:
1.15
FTEC:
1.22
KCRIX:
0.31
FTEC:
1.75
KCRIX:
2.94
FTEC:
6.07
KCRIX:
4.26%
FTEC:
4.40%
KCRIX:
15.11%
FTEC:
22.46%
KCRIX:
-45.58%
FTEC:
-34.95%
KCRIX:
-29.88%
FTEC:
-1.20%
Returns By Period
In the year-to-date period, KCRIX achieves a 1.10% return, which is significantly lower than FTEC's 2.90% return.
KCRIX
1.10%
3.50%
-0.03%
9.48%
-3.36%
N/A
FTEC
2.90%
2.66%
12.02%
25.30%
19.87%
20.49%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
KCRIX vs. FTEC - Expense Ratio Comparison
KCRIX has a 1.16% expense ratio, which is higher than FTEC's 0.08% expense ratio.
Risk-Adjusted Performance
KCRIX vs. FTEC — Risk-Adjusted Performance Rank
KCRIX
FTEC
KCRIX vs. FTEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Real Estate Fund (KCRIX) and Fidelity MSCI Information Technology Index ETF (FTEC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
KCRIX vs. FTEC - Dividend Comparison
KCRIX's dividend yield for the trailing twelve months is around 2.54%, more than FTEC's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCRIX Knights of Columbus Real Estate Fund | 2.54% | 2.56% | 2.48% | 2.17% | 1.45% | 2.25% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTEC Fidelity MSCI Information Technology Index ETF | 0.48% | 0.49% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% | 1.09% |
Drawdowns
KCRIX vs. FTEC - Drawdown Comparison
The maximum KCRIX drawdown since its inception was -45.58%, which is greater than FTEC's maximum drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for KCRIX and FTEC. For additional features, visit the drawdowns tool.
Volatility
KCRIX vs. FTEC - Volatility Comparison
The current volatility for Knights of Columbus Real Estate Fund (KCRIX) is 4.60%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 7.86%. This indicates that KCRIX experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.